LK
LK

Lauren Kotras

17 Years of Experience
Nashville, TN
Broker

Lauren Kotras is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Nashville, TN, with 17 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

Loading...

Location

1600 DIVISION ST Ste 400, Nashville, TN, 37203

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Lauren works as a track coach for Metro Nashville Public School. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
November 2022 - Present · 3 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Jackson National Life Distributors LLCBroker
March 2022 - October 2022 · 7 mos
Northwestern Mutual Investment Services,llc
February 2011 - March 2022 · 11 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
October 2008 - March 2022 · 13 yrs 5 mos
State Registrations1 state
TN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Lauren Kotras - Financial Advisor | TrueAdvisor